We are live on ! Find out more

666 hedge funds and large institutions have $22.3B invested in Vistra in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 194 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 53

121% more funds holding in top 10

Funds holding in top 10: 1431 (+17)

80% more capital invested

Capital invested by funds: $12.3B → $22.3B (+$9.92B)

49% more call options, than puts

Call options by funds: $667M | Put options by funds: $448M

22% more funds holding

Funds holding: 548666 (+118)

2.48% more ownership

Funds ownership: 89.62%92.11% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 245

Holders
666
Holders Change
+118
Holders Change %
+21.53%
% of All Funds
9.59%
Holding in Top 10
31
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+121.43%
% of All Funds
0.45%
New
174
Increased
194
Reduced
245
Closed
53
Calls
$667M
Puts
$448M
Net Calls
+$219M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$4.12M -$142K -2,872 -5%
ETC
252
Exchange Traded Concepts
Oklahoma
$4.1M -$472K -9,541 -14%
MCM
253
McKinley Capital Management
Alaska
$4.06M +$733K +14,813 +34%
BCM
254
Bridgeway Capital Management
Texas
$3.98M
3IP
255
3Chopt Investment Partners
Virginia
$3.97M +$101K +2,033 +4%
CGH
256
Crossmark Global Holdings
Texas
$3.96M -$708K -14,313 -20%
ECU
257
Eisler Capital (UK)
United Kingdom
$3.95M +$2.54M +51,265 +944%
SI
258
Stephens Inc
Arkansas
$3.91M -$128K -2,580 -4%
Stifel Financial
259
Stifel Financial
Missouri
$3.8M -$990K -20,007 -27%
BAMF
260
BI Asset Management Fondsmaeglerselskab
Denmark
$3.78M +$114K +2,305 +4%
PP
261
Prudential plc
United Kingdom
$3.77M -$1.53M -30,940 -36%
IMCOOI
262
Investment Management Corp of Ontario (IMCO)
Canada
$3.67M -$623K -12,600 -19%
Cerity Partners
263
Cerity Partners
New York
$3.65M +$2.59M +52,349 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
264
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.52M -$2.2M -44,466 -47%
NA
265
NewEdge Advisors
Louisiana
$3.42M +$247K +4,997 +11%
DILIC
266
Dai-ichi Life Insurance Company
Japan
$3.32M +$2.36M +47,694 New
AM
267
AGF Management
Ontario, Canada
$3.26M -$1.62M -32,726 -41%
OC
268
Oppenheimer & Co
New York
$3.26M -$548K -11,086 -19%
Wealthfront Advisers
269
Wealthfront Advisers
California
$3.25M +$688K +13,912 +43%
BCM
270
Brigade Capital Management
New York
$2.97M -$816K -16,499 -28%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$2.97M -$461K -9,310 -18%
SFM
272
Signet Financial Management
New Jersey
$2.95M +$78.2K +1,581 +4%
ASN
273
Advisory Services Network
Georgia
$2.88M -$319K -6,441 -13%
PI
274
PGGM Investments
Netherlands
$2.88M +$1.73M +35,065 +559%
DF
275
Donoghue Forlines
Massachusetts
$2.83M -$711K -14,370 -26%

VST Hedge Fund Activity: Q1 2024 in Review

666 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q1 2024, worth a combined $22.3B — up 80% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new VST positions and 53 closed out — a net gain of 121 holders — while 194 added to existing stakes and 245 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $317M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 666 institutional investors held Vistra (VST) as of Q1 2024, up from 548 in Q4 2023.
  • Funds reported $22.3B of Vistra stock for Q1 2024, up 80% quarter-over-quarter.
  • 174 funds opened new Vistra positions in Q1 2024 and 53 closed out, a net change of +121 holders.
  • The largest Vistra buyer in Q1 2024 was Lone Pine Capital, an estimated $317M added.
  • The largest Vistra seller in Q1 2024 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2024.